CPFP

Clear Perspectives Financial Planning Portfolio holdings

AUM $178M
1-Year Est. Return 0.28%
This Quarter Est. Return
1 Year Est. Return
-0.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$12.6M
3
+$11.9M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$11.3M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$9.93M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 9.16%
2 Healthcare 0.56%
3 Industrials 0.26%
4 Consumer Discretionary 0.22%
5 Financials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$30K 0.02%
+300
102
$30K 0.02%
+945
103
$30K 0.02%
+128
104
$29K 0.02%
+820
105
$29K 0.02%
+1,324
106
$28K 0.02%
+400
107
$27K 0.02%
+204
108
$27K 0.02%
+250
109
$25K 0.02%
+540
110
$25K 0.02%
+500
111
$24K 0.02%
+743
112
$24K 0.02%
+205
113
$23K 0.01%
+57
114
$23K 0.01%
+200
115
$22K 0.01%
+175
116
$21K 0.01%
+90
117
$21K 0.01%
+136
118
$21K 0.01%
+376
119
$20K 0.01%
+125
120
$20K 0.01%
+777
121
$19K 0.01%
+50
122
$18K 0.01%
+72
123
$18K 0.01%
+245
124
$18K 0.01%
+200
125
$18K 0.01%
+370
3 4
5
6 7